401k Plan data: LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN plan

LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN
Plan identification number	001

LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Plan covering Self-Employed individuals.

401k Sponsoring company profile

LILLIAN C CARPIO, DDS PC has sponsored the creation of one or more 401k plans.

Company Name: LILLIAN C CARPIO, DDS PC

Employer identification number (EIN): 200673513

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 LILLIAN CARPIO
001 2023-01-01
001 2023-01-01 LILLIAN CARPIO
001 2022-01-01
001 2022-01-01 LILLIAN CARPIO
001 2021-01-01
001 2021-01-01 LILLIAN CARPIO
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LILLIAN CARPIO
001 2016-01-01 LILLIAN CARPIO
001 2015-01-01 LILLIAN CARPIO
001 2014-01-01 LILLIAN CARPIO
001 2013-01-01 LILLIAN CARPIO

Financial Data on LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN

Measure	Date	Value
2023 : LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$167,363
Expenses. Total of all expenses incurred	2023-12-31	$16,030
Benefits paid (including direct rollovers)	2023-12-31	$9,734
Total plan assets at end of year	2023-12-31	$773,588
Total plan assets at beginning of year	2023-12-31	$622,255
Value of fidelity bond covering the plan	2023-12-31	$100,000
Other income received	2023-12-31	$95,580
Net income (gross income less expenses)	2023-12-31	$151,333
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$773,588
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$622,255
Total contributions received or receivable from employer(s)	2023-12-31	$71,783
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$6,296
2022 : LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-66,303
Expenses. Total of all expenses incurred	2022-12-31	$5,730
Total plan assets at end of year	2022-12-31	$622,255
Total plan assets at beginning of year	2022-12-31	$694,288
Value of fidelity bond covering the plan	2022-12-31	$70,000
Other income received	2022-12-31	$-91,303
Net income (gross income less expenses)	2022-12-31	$-72,033
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$622,255
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$694,288
Total contributions received or receivable from employer(s)	2022-12-31	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$5,730
2021 : LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$126,456
Expenses. Total of all expenses incurred	2021-12-31	$5,488
Total plan assets at end of year	2021-12-31	$694,288
Total plan assets at beginning of year	2021-12-31	$573,320
Value of fidelity bond covering the plan	2021-12-31	$70,000
Other income received	2021-12-31	$63,340
Net income (gross income less expenses)	2021-12-31	$120,968
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$694,288
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$573,320
Total contributions received or receivable from employer(s)	2021-12-31	$63,116
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$5,488
2020 : LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$113,967
Expenses. Total of all expenses incurred	2020-12-31	$22,770
Benefits paid (including direct rollovers)	2020-12-31	$18,738
Total plan assets at end of year	2020-12-31	$573,320
Total plan assets at beginning of year	2020-12-31	$482,123
Value of fidelity bond covering the plan	2020-12-31	$70,000
Other income received	2020-12-31	$46,695
Net income (gross income less expenses)	2020-12-31	$91,197
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$573,320
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$482,123
Total contributions received or receivable from employer(s)	2020-12-31	$67,272
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$4,032
2019 : LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$116,724
Expenses. Total of all expenses incurred	2019-12-31	$3,430
Total plan assets at end of year	2019-12-31	$482,123
Total plan assets at beginning of year	2019-12-31	$368,829
Value of fidelity bond covering the plan	2019-12-31	$50,000
Other income received	2019-12-31	$54,007
Net income (gross income less expenses)	2019-12-31	$113,294
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$482,123
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$368,829
Total contributions received or receivable from employer(s)	2019-12-31	$62,717
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,430
2018 : LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$44,801
Expenses. Total of all expenses incurred	2018-12-31	$2,763
Total plan assets at end of year	2018-12-31	$368,829
Total plan assets at beginning of year	2018-12-31	$326,791
Value of fidelity bond covering the plan	2018-12-31	$50,000
Other income received	2018-12-31	$-17,648
Net income (gross income less expenses)	2018-12-31	$42,038
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$368,829
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$326,791
Total contributions received or receivable from employer(s)	2018-12-31	$62,449
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,763
2017 : LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$92,773
Expenses. Total of all expenses incurred	2017-12-31	$3,664
Benefits paid (including direct rollovers)	2017-12-31	$1,669
Total plan assets at end of year	2017-12-31	$326,791
Total plan assets at beginning of year	2017-12-31	$237,682
Value of fidelity bond covering the plan	2017-12-31	$50,000
Other income received	2017-12-31	$25,878
Net income (gross income less expenses)	2017-12-31	$89,109
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$326,791
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$237,682
Total contributions received or receivable from employer(s)	2017-12-31	$66,895
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,995
2016 : LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$71,352
Expenses. Total of all expenses incurred	2016-12-31	$1,302
Total plan assets at end of year	2016-12-31	$237,682
Total plan assets at beginning of year	2016-12-31	$167,632
Value of fidelity bond covering the plan	2016-12-31	$50,000
Other income received	2016-12-31	$10,612
Net income (gross income less expenses)	2016-12-31	$70,050
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$237,682
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$167,632
Total contributions received or receivable from employer(s)	2016-12-31	$60,740
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,302
2015 : LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$51,477
Expenses. Total of all expenses incurred	2015-12-31	$736
Total plan assets at end of year	2015-12-31	$167,632
Total plan assets at beginning of year	2015-12-31	$116,891
Value of fidelity bond covering the plan	2015-12-31	$20,000
Other income received	2015-12-31	$-1,878
Net income (gross income less expenses)	2015-12-31	$50,741
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$167,632
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$116,891
Total contributions received or receivable from employer(s)	2015-12-31	$53,355
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$736
2014 : LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$56,073
Total plan assets at end of year	2014-12-31	$116,891
Total plan assets at beginning of year	2014-12-31	$60,818
Value of fidelity bond covering the plan	2014-12-31	$20,000
Other income received	2014-12-31	$2
Net income (gross income less expenses)	2014-12-31	$56,073
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$116,891
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$60,818
Total contributions received or receivable from employer(s)	2014-12-31	$56,071
2013 : LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$60,818
Total plan assets at end of year	2013-12-31	$60,818
Total plan assets at beginning of year	2013-12-31	$0
Value of fidelity bond covering the plan	2013-12-31	$10,000
Net income (gross income less expenses)	2013-12-31	$60,818
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$60,818
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$60,818

Form 5500 Responses for LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN

2023: LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LILLIAN C. CARPIO DDS PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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LILLIAN C. LEE, M.D., INC. 401(K) PLAN [EIN = 263265004]

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Company Name:	LILLIAN C CARPIO, DDS PC
Employer identification number (EIN):	200673513
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator
001	2024-01-01	LILLIAN CARPIO
001	2023-01-01
001	2023-01-01	LILLIAN CARPIO
001	2022-01-01
001	2022-01-01	LILLIAN CARPIO
001	2021-01-01
001	2021-01-01	LILLIAN CARPIO
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	LILLIAN CARPIO
001	2016-01-01	LILLIAN CARPIO
001	2015-01-01	LILLIAN CARPIO
001	2014-01-01	LILLIAN CARPIO
001	2013-01-01	LILLIAN CARPIO